Bigelow Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $616K | Sell |
2,485
-76
| -3% | -$19.6K | 0.25% | 94 |
|
|
2025
Q4 | $631K | Sell |
2,561
-312
| -11% | -$76.7K | 0.25% | 96 |
|
|
2025
Q3 | $695K | Sell |
2,873
-165
| -5% | -$37.9K | 0.28% | 87 |
|
|
2025
Q2 | $655K | Buy |
3,038
+1
| +0% | +$201 | 0.29% | 88 |
|
|
2025
Q1 | $606K | Sell |
3,037
-185
| -6% | -$40.1K | 0.29% | 92 |
|
|
2024
Q4 | $712K | Buy |
3,222
+138
| +4% | +$31.5K | 0.33% | 83 |
|
|
2024
Q3 | $681K | Sell |
3,084
-22
| -0.7% | -$4.71K | 0.3% | 95 |
|
|
2024
Q2 | $630K | Buy |
3,106
+1
| +0% | +$202 | 0.3% | 93 |
|
|
2024
Q1 | $653K | Sell |
3,105
-80
| -3% | -$16K | 0.32% | 88 |
|
|
2023
Q4 | $639K | Sell |
3,185
-234
| -7% | -$41.9K | 0.35% | 81 |
|
|
2023
Q3 | $604K | Hold |
3,419
| – | – | 0.35% | 81 |
|
|
2023
Q2 | $640K | Buy |
3,419
+1
| +0% | +$178 | 0.35% | 81 |
|
|
2023
Q1 | $610K | Sell |
3,418
-308
| -8% | -$56.7K | 0.35% | 84 |
|
|
2022
Q4 | $650K | Sell |
3,726
-23
| -0.6% | -$4.09K | 0.38% | 81 |
|
|
2022
Q3 | $618K | Sell |
3,749
-65
| -2% | -$11.9K | 0.37% | 76 |
|
|
2022
Q2 | $646K | Sell |
3,814
-18
| -0.5% | -$3.32K | 0.36% | 76 |
|
|
2022
Q1 | $786K | Sell |
3,832
-39
| -1% | -$7.96K | 0.37% | 73 |
|
|
2021
Q4 | $861K | Sell |
3,871
-219
| -5% | -$49.5K | 0.39% | 68 |
|
|
2021
Q3 | $895K | Buy |
4,090
+160
| +4% | +$35.5K | 0.44% | 64 |
|
|
2021
Q2 | $901K | Hold |
3,930
| – | – | 0.44% | 62 |
|
|
2021
Q1 | $868K | Sell |
3,930
-175
| -4% | -$38.2K | 0.44% | 64 |
|
|
2020
Q4 | $805K | Buy |
4,105
+1
| +0% | +$175 | 0.43% | 63 |
|
|
2020
Q3 | $615K | Sell |
4,104
-70
| -2% | -$10.5K | 0.36% | 71 |
|
|
2020
Q2 | $598K | Sell |
4,174
-1,268
| -23% | -$166K | 0.39% | 67 |
|
|
2020
Q1 | $623K | Sell |
5,442
-1,866
| -26% | -$278K | 0.47% | 58 |
|
|
2019
Q4 | $1.21M | Buy |
7,308
+1
| +0% | +$158 | 0.71% | 35 |
|
|
2019
Q3 | $1.11M | Hold |
7,307
| – | – | 0.7% | 35 |
|
|
2019
Q2 | $1.14M | Buy |
7,307
+21
| +0.3% | +$3.24K | 0.76% | 35 |
|
|
2019
Q1 | $1.11M | Buy |
7,286
+169
| +2% | +$25.4K | 0.77% | 36 |
|
|
2018
Q4 | $953K | Sell |
7,117
-765
| -10% | -$114K | 0.71% | 36 |
|
|
2018
Q3 | $1.33M | Buy |
7,882
+54
| +0.7% | +$9.12K | 0.89% | 30 |
|
|
2018
Q2 | $1.28M | Buy |
7,828
+1,405
| +22% | +$225K | 0.88% | 30 |
|
|
2018
Q1 | $975K | Buy |
6,423
+160
| +3% | +$24.7K | 0.66% | 42 |
|
|
2017
Q4 | $955K | Buy |
+6,263
| New | +$941K | 0.95% | 26 |
|
Other funds holding IWM
Bigelow Investment Advisors's IWM Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q1 2026, selling an estimated $19.6K and leaving 2,485 shares worth $616K. The position accounts for 0.25% of the portfolio, ranked #94.
Bigelow Investment Advisors first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.33M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Bigelow Investment Advisors held 2,485 shares of iShares Russell 2000 ETF worth $616K as of Q1 2026.
- Bigelow Investment Advisors sold 76 iShares Russell 2000 ETF shares in Q1 2026, an estimated $19.6K.
- iShares Russell 2000 ETF made up 0.25% of Bigelow Investment Advisors's portfolio in Q1 2026, its #94 holding.
- Bigelow Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's iShares Russell 2000 ETF position peaked at $1.33M in Q3 2018.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.